Connect Wbiztool and Portfolio Manager
Integrate Wbiztool with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Advance Whatapp Message using Wbiz Tool when New or Changed Comment in Liquid-planner-classic
Send Image File With Text on WhatsApp in Wbiztool when New or Changed Comment in Liquid-planner-classic
Send Text Only Whatsapp Message in Wbiztool when New or Changed Comment in Liquid-planner-classic
Send PDF File With Text on WhatsApp in Wbiztool when New or Changed Comment in Liquid-planner-classic
Send Advance Whatapp Message using Wbiz Tool when New or Changed Task in Liquid-planner-classic
Popular Wbiztool + Portfolio Manager flows
Start from a real workflow other teams are already running.
Send Advance Whatapp Message using Wbiz Tool when New or Changed Comment in Liquid-planner-classic
Use this flowSend Image File With Text on WhatsApp in Wbiztool when New or Changed Comment in Liquid-planner-classic
Use this flowSend Text Only Whatsapp Message in Wbiztool when New or Changed Comment in Liquid-planner-classic
Use this flowSend PDF File With Text on WhatsApp in Wbiztool when New or Changed Comment in Liquid-planner-classic
Use this flowSend Advance Whatapp Message using Wbiz Tool when New or Changed Task in Liquid-planner-classic
Use this flowSend Image File With Text on WhatsApp in Wbiztool when New or Changed Task in Liquid-planner-classic
Use this flowSend Text Only Whatsapp Message in Wbiztool when New or Changed Task in Liquid-planner-classic
Use this flowSend PDF File With Text on WhatsApp in Wbiztool when New or Changed Task in Liquid-planner-classic
Use this flowSend Advance Whatapp Message using Wbiz Tool when New or Changed Project in Liquid-planner-classic
Use this flowSend Image File With Text on WhatsApp in Wbiztool when New or Changed Project in Liquid-planner-classic
Use this flowSupported Triggers & Actions
Everything you can automate between Wbiztool and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
New or Changed Project
Triggers when a project is created or updated in LiquidPlanner Classic.
New or Changed Package
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Wbiztool integrations.
Send Advance Whatapp Message
Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.
Send Image File With Text on WhatsApp
Send Image WhatsApp message from your personal WhatsApp account with any trigger.
Send Text Only Whatsapp Message
Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.
Send PDF File With Text on WhatsApp
Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create Folder
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Wbiztool
Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.
Learn more
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Wbiztool and Portfolio Manager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Wbiztool and Portfolio Manager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Portfolio Manager. No coding required.
Yes. You can set up a workflow where Wbiztool triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Wbiztool. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Wbiztool and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wbiztool and Portfolio Manager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
